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Sponsor portfolioTH

LITHIA MOTORS INC

EIN 93-0572810-Latest filing 2025
Plans
2
Retirement
1
$1.03B assets
Welfare
1
$37.1M premiums
Participants
51,730
150 NORTH BARTLETT - MEDFORD, OR 97501800-866-9213
Plans on this EIN
2 filings
#003401k-$1.03B - 30,021 part#503Fully Insured-$37.1M - 49,291 lives

Benefits portfolio analytics

1 plan / $37.1M premiums / 49,291 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$12.8M
  • Prescription drug$12.8M
  • Short-term disability$12.6M
  • Other$11.7M
  • Dental$11.5M
  • Life$11.5M
  • +2 more
Total $37.1M8 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
64%top
  • THE GUARDIAN LIFE INSURANCE COMPANY OF AMERICA64%
  • KAISER FOUNDATION HEALTH PLAN INC34%
  • WILLAMETTE DENTAL INSURANCE, INC.1%
  • CURALINC HEALTHCARE0%
  • HAWAII MEDICAL SERVICE ASSOCIATION0%
  • +1 more
Total $37.1M6 slices

Broker market share

Schedule A broker compensation

Split broker
76%top
  • THE PARTNERS GROUP76%
  • MERCER HEALTH AND BENEFITS, LLC24%
  • PACIFIC ADVISORS LLC1%
  • WEALTH DESIGN GROUP, LLC0%
Total $2.2M4 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#003

LITHIA MOTORS, INC. 401(K) PLAN

401k

Assets$1.03B
Participants30,021
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

LITHIA MOTORS INC CAFETERIA PLAN

Fully Insured - GUARDIAN LIFE INSURANCE COMPANY OF AMERICA

Premiums$37.1M
Covered lives49,291
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003LITHIA MOTORS, INC. 401(K) PLAN401k$1.03B30,0212024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
503LITHIA MOTORS INC CAFETERIA PLANFully InsuredGUARDIAN LIFE INSURANCE COMPANY OF AMERICA$37.1M49,2912025
Retirement plans
Welfare plans
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